Strategic Planning & Advisory
Strategic Planning & Advisory
Growth Strategy: Helping clients navigate the competitive landscape of commercial and transaction banking by formulating organic, inorganic growth and managing the changing role of scale in enabling competitive advantage
Strategic Planning: Building and maintaining a relevant planning and performance management system by continuously evaluating your bank’s performance against strategic goals, using benchmarks to assess comparative peer performance while factoring in the impact of external changes to regularly refine and update strategic planning
Product Strategy: Designing and enhancing products and services that address the key needs of clients, such as specialized lending products, tailored cash management solutions, and industry-specific advisory services, by developing a plan to align the bank’s products with the needs of its clients, market demands, and the overall objectives of the bank.
Go-to-Market Strategy: Performing market research and analysis, data-driven segmentation and targeting and differentiated value proposition(s) to optimize sales strategies and distribution channels to reach target segments effectively, train and equip RMs and sales teams with the necessary tools and knowledge and utilize a CRM system to track leads/referrals, manage sales pipelines and monitor performance
New Market Entry: Leveraging proprietary data to size adjacent, complimentary, and new markets, segment customers, and perform competitive analyses to inform new market selection and formulate tailored market entry strategies (e.g., M&A, Greenfield)
Industry / Vertical & Segment Ecosystem Strategies: Developing specialized banking ecosystems tailored to specific industries, fostering collaboration with industry partners, creating dedicated relationship management teams with industry-specific knowledge and leveraging ecosystem dynamics to provide comprehensive value to clientsBuilding and maintaining